Covering the ‘Naked’ Fiduciary in Retirement Plans
Retirement plan sponsors and advisors are getting more sophisticated about their fiduciary liability insurance needs, but the problem is far from resolved.
Clients Moving to the City, Pt. 2: Changing Addresses, Changing Risks
It’s not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbs—the risks are merely different.
Clients Moving to the City? Communal Living Comes With Complex Risks
Going (back) to city living after the kids leave the house can greatly improve quality of life but brings different risks than the suburbs.
Identifying, and Protecting, the Prime Targets of Identity Theft
Wealthy individuals are in the bull’s-eye when it comes to identity theft. Here are some best practices for reducing the risk to your HNW clients.
How to Help HNW Clients Evade Kidnapping, Ransom and Extortion
Technology is the newest weapon for organized crime syndicates, the primary perpetrators of these crimes against high-net-worth families.
The Business of Running a Home: Why Employment Practices Liability Insurance Matters
High-net-worth business owners and executives protect their companies but often fail to adequately protect their homes and their families.
Fine Art Risk: A Tale of Two Markets
Your clients who collect fine art may reap aesthetic rewards, but what about the financial rewards—and risks? What you need to know about protecting art for display, in transport or investing
4 Risks Faced by HNWIs When Traveling Abroad
Traveling overseas provides a host of benefits, but especially for the higher-net-worth, make sure you cover the risks before you grab your passport.
High-Risk Trading—Not of Derivatives but of Homes
Whole businesses have sprung up around the concept of home-swapping for vacations, but one thing often lacking is insurance against the additional risk.
Guiding Your Art-Loving Clients, Whether It’s a Passion or an Investment
Art collectors may love their pieces, but often they're as driven to buy by the perceived investing benefits. What’s the advisor’s role in guiding their clients?